Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Gold Trust Micro
IAUM
|
+$157M |
| 2 |
Circle Internet Group
CRCL
|
+$132M |
| 3 |
CoreWeave
CRWV
|
+$98.8M |
| 4 |
Tencent Music
TME
|
+$88.6M |
| 5 |
Insmed
INSM
|
+$79.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$364M |
| 2 |
Meta Platforms (Facebook)
META
|
+$358M |
| 3 |
Apple
AAPL
|
+$356M |
| 4 |
Tesla
TSLA
|
+$258M |
| 5 |
Microsoft
MSFT
|
+$249M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.85% |
| 2 | Financials | 12.63% |
| 3 | Communication Services | 10.46% |
| 4 | Consumer Discretionary | 10.23% |
| 5 | Healthcare | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
Boston Scientific
BSX
$64.3B
| $330M | 0.19% |
3,457,461
-119,283
| -3% | -$11.7M |
2013 Q2
50 quarters
|
|
102
Comcast
CMCSA
$77.7B
| $328M | 0.19% |
11,729,109
+669,231
| +6% | +$19.1M |
2013 Q2
50 quarters
|
|
103
Lowe's Companies
LOW
$110B
| $327M | 0.19% |
1,357,938
+21,249
| +2% | +$5.1M |
2013 Q2
50 quarters
|
|
104
Roblox
RBLX
$36.8B
| $327M | 0.19% |
4,035,675
-423,768
| -10% | -$45M |
2021 Q1
19 quarters
|
|
105
Cadence Design Systems
CDNS
$89.8B
| $326M | 0.19% |
1,041,602
-16,300
| -2% | -$5.32M |
2016 Q2
38 quarters
|
|
106
Roku
ROKU
$23.2B
| $322M | 0.19% |
2,969,252
-719,366
| -20% | -$73M |
2019 Q3
25 quarters
|
|
107
Arista Networks
ANET
$232B
| $320M | 0.19% |
2,444,385
-74,420
| -3% | -$10.2M |
2017 Q2
34 quarters
|
|
108
Chubb
CB
$136B
| $320M | 0.19% |
1,026,031
-31,167
| -3% | -$9.11M |
2022 Q1
15 quarters
|
|
109
Union Pacific
UNP
$172B
| $320M | 0.19% |
1,381,499
-66,135
| -5% | -$15.1M |
2013 Q2
50 quarters
|
|
110
Spotify
SPOT
$110B
| $306M | 0.18% |
527,442
-43,078
| -8% | -$26.9M |
2022 Q1
15 quarters
|
|
111
Medtronic
MDT
$123B
| $306M | 0.18% |
3,181,981
-29,238
| -0.9% | -$2.84M |
2022 Q1
15 quarters
|
|
112
Vertex Pharmaceuticals
VRTX
$130B
| $297M | 0.17% |
654,470
-46,203
| -7% | -$19.9M |
2013 Q2
50 quarters
|
|
113
Cencora
COR
$65.4B
| $297M | 0.17% |
877,888
-35,834
| -4% | -$12.2M |
2013 Q2
50 quarters
|
|
114
Newmont
NEM
$122B
| $296M | 0.17% |
2,962,051
-216,647
| -7% | -$19.6M |
2013 Q2
50 quarters
|
|
115
Stryker
SYK
$114B
| $286M | 0.17% |
814,971
+19,983
| +3% | +$7.28M |
2013 Q2
50 quarters
|
|
116
T-Mobile US
TMUS
$169B
| $283M | 0.17% |
1,394,617
-23,147
| -2% | -$4.91M |
2013 Q2
50 quarters
|
|
117
Simon Property Group
SPG
$66.2B
| $281M | 0.16% |
1,517,119
-12,056
| -0.8% | -$2.19M |
2013 Q2
50 quarters
|
|
118
Bristol-Myers Squibb
BMY
$124B
| $281M | 0.16% |
5,205,120
-54,846
| -1% | -$2.64M |
2013 Q2
50 quarters
|
|
119
Autodesk
ADSK
$52.3B
| $280M | 0.16% |
946,476
+4,845
| +0.5% | +$1.47M |
2013 Q2
50 quarters
|
|
120
Emerson Electric
EMR
$90B
| $277M | 0.16% |
2,089,347
-51,737
| -2% | -$6.86M |
2013 Q2
50 quarters
|
|
121
DoorDash
DASH
$83.7B
| $277M | 0.16% |
1,224,310
+86,369
| +8% | +$20.3M |
2020 Q4
20 quarters
|
|
122
Constellation Energy
CEG
$97.3B
| $269M | 0.16% |
760,763
-15,517
| -2% | -$5.64M |
2022 Q2
14 quarters
|
|
123
Sherwin-Williams
SHW
$82.1B
| $266M | 0.16% |
821,834
-37,029
| -4% | -$12.4M |
2013 Q2
50 quarters
|
|
124
ConocoPhillips
COP
$171B
| $263M | 0.15% |
2,809,943
-578,965
| -17% | -$52.4M |
2013 Q2
50 quarters
|
|
125
TransDigm Group
TDG
$63.1B
| $262M | 0.15% |
196,768
-4,968
| -2% | -$6.51M |
2013 Q2
50 quarters
|
|
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Sumitomo Mitsui Trust Group's Q4 2025 Portfolio in Review
As of Q4 2025, Sumitomo Mitsui Trust Group held 1,095 positions worth $170B, down 2% from $174B the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Sumitomo Mitsui Trust Group withdrew a net $6.21B in Q4 2025, closing 46 positions and reducing 710 holdings. Its most notable exit was Kellanova, an estimated $63.3M position sold in full.
By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 34% a quarter earlier, followed by Financials and Communication Services.
Against the trend, Sumitomo Mitsui Trust Group opened a new position in Insmed worth $75.8M.
- Sumitomo Mitsui Trust Group's largest Q4 2025 buy was Insmed: 435,442 shares worth $75.8M.
- Sumitomo Mitsui Trust Group added most to iShares Gold Trust Micro in Q4 2025, an estimated $157M increase.
- Sumitomo Mitsui Trust Group's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $364M.
- Sumitomo Mitsui Trust Group fully exited Kellanova in Q4 2025, selling an estimated $63.3M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 34% of its $170B portfolio in Q4 2025.
- Sumitomo Mitsui Trust Group opened 45 new positions and closed 46 in Q4 2025.
- Sumitomo Mitsui Trust Group's portfolio value fell 2% quarter-over-quarter to $170B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2025, filed 23 Jan 2026.